TN 1 (07-04)

RM 03270.007 Handling ERISA Inquiries From Pension Plan Administrators — Procedure

TYPE OF INQUIRY OR CORRESPONDENCE

REFER TO

Request For Copy of Schedule SSA “Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits” Filed by the Plan

OCO
Office of Earnings Operations
Attention: ERISA Correspondence Group
P.O. Box 33007
Baltimore, Maryland 21290-3007
Advise the inquirer that OCO will respond directly.

Request for Information About Pension Plan Filing Requirements

IRS

NOTE: For general information, the inquirer may call IRS's Forms/Tax Information at 1-800-829-3676.”

Request For Earnings Information About Pension Plan Participants

Guidelines in GN 03305.025 on disclosing earnings information to private pension plans under a reimbursable agreement.

Request For Address of Former Plan Participant to Provide Plan Information

Disclosure provisions do not permit release of a former plan participant's address to the plan administrator.


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0103270007
RM 03270.007 - Handling ERISA Inquiries From Pension Plan Administrators -- Procedure - 05/23/2014
Batch run: 05/23/2014
Rev:05/23/2014